Virtually Live: 6th April 2022

Last update - 6 April 2022 By Rivkin

In this episode of Virtually Live, Shannon Rivkin covers: Carnarvon Energy Ltd (CVN), US Masters Residential Property Fund (URFPA), Clinuvel Pharmaceuticals Limited (CUV), Commonwealth Bank (CBA), and CBAPF

In this week’s show

  • 0:18 – General market update
  • 1:37 – Q1: Can you comment on Carnarvon’s (CVN) recent confirmation of oil reservoirs at their Pavo-1 well?
  • 5:56 – Q2: What are your views on URFPA as an arbitrage opportunity?
  • 10:04 – Q3: CUV is currently the 18th most shorted stock in the ASX with 6.4%. Is that counted in within the recommendation? Clearly at some point shorts must cover.
  • 12:32 – Q4: CBA redeemed CBAPF on 31 March. I’m not sure now whether they were part of the strategy or whether I bought them on my own. Either way, can you recommend something to replace them with, please?

 

Listen to the audio version

 

Video Transcript (click anywhere to play)

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